Spectora

Have a completed inspection showing as In Progress? Here's how you can clear those out and clean up your Dashboard!

Clearing Out In-Progress Inspections

Watch this video for an in-depth demo on Scheduling and the Inspection details page.

Inspection Details Page Demo (VIDEO)

Learn all the things you can do from the Inspection Details screen, including re-sending the the confirmation, agreement or emails.

Learning the Inspection Details Page

Mallory Lydon

Michael Wagstaff

Support Team

FAQs and all things pertaining to the Inspection Details page

Inspection Details Page

Didn't add the agent's email when you booked the inspection? See how to add it after the fact.

How Do I Add an Agent's Email?

Agent can't find the inspection details email? Send the info again using this guide.

How to Resend Inspection Details to an Agent / Realtor

Removing Client or Listing agent from an Inspection

Delete Agent from Inspection

How to Edit details or Remove a client or agent from an inspection.

Editing or Deleting a Client or Agent from an Inspection

Kevin Wagstaff

People

You can always swap out a report in an inspection to start fresh or use a different template

How to change an inspection template/report

If you're making changes to your template, here's how to have the most up-to-date report.

How to update an inspection with your latest template

Choosing a new template to add to an inspection

How to add a new report to an existing inspection

What happens when you hit the Publish button? How to send the report to agents and clients?

Publishing the Report

What's the difference between Publish and Quick Publish?

Publish All vs Quick Publish

Need to see when a client or agent viewed a report? We log every visit to the report.

Viewing a log of report views

Want to let your clients and agents view their report before they pay?

How to Unlock Unpaid Reports

Duplicate report and send to another inspeciton

Copy report to another Inspection

If you, your client or your agent build a custom repair list in the RRB they can be accessed in our RRB Log.

Viewing Repair Request Builder reports

Delete a report from an inspection when you need to get your latest version of your template or start a report from scratch.

How to Delete a Report from an Inspection

Katie Walls

Reports

Contacting Stripe for verification purposes not able to be handled by Spectora's support

How to Contact Stripe

How to undo manual payment received in Fees & Payments

Remove Payment Marked 'Paid in Full'

If you need a PDF for the invoice, it's easy to make using your browser's print feature!

How to get a PDF of the invoice

Adding full services with agreement & Fees to an existing inspection

Adding Services to an Existing Inspection

When payment by cash, check, PayPal, Venmo, etc.

How to mark an inspection as "paid" when receiving cash, check, or other form of payment

You can easily add an address or any other additional info to an invoice.

How to add information to an invoice

Megan Lefebvre

Jazmin Fulton

Fees & Payments

You can attach PDFs to any Spectora inspection as reports and/or "Additional Documents" within a report. Use this guide to learn how!

Attaching Documents to an Inspection

Additional Documents

How to delete an agreement or contract from an existing inspection.

Deleting an Inspection Agreement or Contract from an Inspection

Adding a New Inspection Agreement

Printing the Inspection Agreement

Updating your agreement when you edited Client Info/Address

Agreement Not Showing Correct Info

New agreement generation after scheduling.

Adding a New Agreement to an Existing Inspection

Agreements

How to Turn off Emails/Texts

How to apply a discount code to an inspection

How to Use Discount Codes

Order #s, inspection number, inspection ID editing

Changing Order ID/Order Numbers

Internal

Learn how to share your report and/or the Inspection Details page with anyone.

How to Share Your Report or Inspection Details with Anyone

Resending confirmation email, share details

Send Booking Email to Client or Agent for Existing Inspection

Want to resend the confirmation email to a client or agent? Want to send the link to the client inspection page to someone?

How to Resend a Confirmation Email or Share Inspection Details With an Agent or Client

Client didn't get the confirmation or scheduling email? Learn how to re-send the booking confirm email to your client.

How to Re-send the Client Confirmation Email

Why it is important to know what factors might influence emails showing as 'delivered' or 'open'

How can I tell if my emails were opened?

Emails & Text Messages

You can now disable the feature to pass on the credit card fees to the client for one-off inspections. Here's a quick how to!

Disabling Pass on CC Fees for One Off Inspections

You can create a new inspection with prepopulated data from a past inspection. Here's how!

How to copy an inspection's address, clients, and agents for reorders, follow-ups, re-inspections, and additional services

Copy a report from a previous inspection into another inspection on the same property

How to Copy Reports

Find, view and send a link to the client page where clients can pay, view the invoice, accept agreements, and view inspection reports